The Closer – FOMC, SEP, ECI – 12/10/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we start out with a recap of the Fed day including the SEP update (page 1), the development of bill purchases (page 2), and market reactions (page 3). We then provide an update on the Employment Cost Index and Oracle (ORCL) earnings (page 4) before closing out with a look into the latest sentiment data (page 5).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
Chart of the Day: Last Hour Strength?
This content is for members onlyThe Closer – Cost Woes, PE Enters the S&P, JOLTS – 12/9/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a look into the drop in quality stocks and the rise of private equity names (page 1). We also note the performance of S&P 500 additions (page 2) before shifting into a recap of the JOLTS data (pages 3 and 4).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!
The Closer – Yields, Correlations, Expectations – 12/8/25
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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we begin with a look at the technical pattern in the 10-year yield in addition to what real yields are showing (page 1). We then move onto a cross-asset correlation analysis (page 2) before diving into today’s economic data that includes the New York Fed’s Survey of Consumer Expectations (pages 3 – 4) and some housing releases (pages 5 – 6).
See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!